His thoughts and ideas have been shared in publications such as as IRIS, WealthManagement.com, TheStreet.com, Trust & Estates magazine, Institutional Investor and the CFA Institute. In addition, Preston McSwain has been profiled in the Wall Street Journal and the Financial Times.
During the work week, Preston McSwain is a Managing Partner and Founder of Fiduciary Wealth Partners, an SEC registered investment adviser and multi-family office.
Prior to founding Fiduciary Wealth Partners, Preston was a Managing Director of Neuberger Berman, where he founded the Private Asset Management Division in New England. After Neuberger was acquired by Lehman Brothers, Preston helped lead the growth of the firm’s investment consulting and trust businesses and received the Chairman’s Award given to only the top 50 senior professionals of the organization worldwide.
Preston McSwain is a leader of many not-for-profit organizations that have included serving on the Board of The Pioneer Institute, on the Board of Overseers of the Peabody Essex Museum, and as the Treasurer of Church of the Redeemer in Chestnut Hill. He is also a member of the Economic Club of New York and was a co-founder of Boston Preparatory Academy Public Charter School.
Preston received a B.S. in Finance with a concentration in Investment Management from the University of Alabama at Birmingham, where he received the Outstanding Alumni Award from the school of business in 2006.
Preston McSwain lives in Chestnut Hill, MA with his wife Susan, son Jack and daughter Meghan. They also enjoy time on Martha’s Vineyard and walks on the beach and in the woods with their trusted hound, Sparky.
More thoughts from Preston McSwain can be found by connecting with him at the links below.